We Understand Your Complex Challenges
Serving Pensions, Institutional Investors & Government Institutions
Drawing on 50+ years’ experience in building and managing sophisticated portfolios for pensions, institutional investors and government institutions, we apply ourselves to understanding each client’s goals and helping them realize meaningful results.
Why Cambridge Associates?
We build custom portfolios that help drive better outcomes
Each investor’s portfolio is custom built and managed to align with their unique circumstances and goals.
Tapping our specialized expertise in customizing bespoke investment portfolios, alternative investing, and our global manager relationships, we employ a results-focused approach across the total portfolio that prudently maximizes alpha.
What We Do
A team dedicated to your success
Each client’s dedicated investment team offers deep resources and extensive knowledge. Replicating an in-house investment office, this team is led by a senior investor and backed by experienced investment professionals, including specialists in specific asset classes and other practitioners, such as actuaries, as needed.
Through partnering with our clients directly and dynamically, we strive to ensure an exceptional client experience and optimal outcomes for each investment portfolio.
Who We Serve
There's no institutional investing challenge we haven't met
Our knowledge and breadth of investment capabilities enable us to build and manage portfolios for a wide range of institutional investors and situations. Whether you’re growth-oriented, nearing fully funded status, seeking support across the total portfolio, or requiring focused resources for a particular asset class, we can help.
We work with a range of organization and plan types, including:
- Corporations
- Sovereign Wealth Funds
- Insurance Firms
- Multiemployer Plans and Unions
- Not-for-Profit Organizations
- Defined Benefit Plans
- Defined Contribution Plans
- Cash Balance Plans
- Multi-Pool & Hybrid Plans
- Specialized Trusts
- Balance Sheet Capital
- Other Complex Asset & Liability Pools
Connect with the Retirement, Insurance & Government Practice
Edwina Ho
Senior Director, Client Solutions—Greater China
Rachel Lim
Senior Director, Client Solutions—South Asia and Australasia
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